ALL ATTENDEES WILL RECIEVE A COURSE CERTIFICATE ON COMPLETION AND 1.5 CPD POINTS

The objective of this course is to assist Trustees understand their roles and responsibilities for them to effectively and efficiently manage the assets they manage on behalf of beneficiaries. The course will also cover the fiduciary duties of trustees and areas regarding their qualification, appointment, authority and resignation.

What we will cover:

• The duties and responsibilities of trustees
• Authority of the trustees
• Amendments to the Trust Property Control Act.
• The governance of a Trust
• Principles of Corporate Governance

PART A – APPOINTMENT OF TRUSTEES

• Qualification to be a trustee
• Authorization to act as a trustee

PART B – DUTIES AND RESPONSIBILITIES OF TRUSTEES

• The duties and responsibilities of trustees in terms of TPCA
• Additional duties and responsibilities of trustees in terms of Amendments to the Trust Property Control Act

PART C GOVERNANCE OF A TRUST

• Trust Deed and legal requirements
• Principles of Corporate Governance
• Compliance with legislation

Dates:

• 25 March 2025
• 28 October 2025

Duration: 2 hours

Cost: R2500,00 excl Vat

Training Venue: Online

THE COURSE DELIVERY IS SUBJECT A MINIMUM ATTENDANCE

Non-endorsement

By using a service provider to offer the courses, the JSE does not directly or indirectly endorse any product or service provided, or to be provided by the service provider.